Free Mutual Fund Software for Distributors

Looking for a powerful yet cost-effective solution to manage your mutual fund distribution business? Jezzmoney offers free, feature-rich mutual fund software explicitly designed for distributors.

Why Choose Jezzmoney?

Jezzmoney makes your distribution work easy, enhances client servicing, and provides a professional advantage without digging a hole in your pocket. It integrates innovative features with a simple-to-use interface, and thus, it is the platform of choice for contemporary mutual fund distributors.

Key Features

Here are some necessary features for your new MFD Software!

1. Real-Time Portfolio Tracking

Monitor your clients' investments with real-time data updates: access portfolio valuations, asset allocation, and performance metrics in one unified dashboard. Automated Reporting: Generate detailed reports for your clients effortlessly with Jezzmoney's automated reporting feature. Save time and impress your clients with accurate and timely information on their investments.

2. Automated Client Reporting

Create personalized reports on your clients with a single click. Schedule recurring reports to establish trust and openness. Built-in CRM System: Manage client relationships easily using an integrated CRM system that monitors interactions and keeps you organized.

3. Paperless Onboarding

Speed up client onboarding with digital KYC and online investment features. There is no paperwork, no delays. Streamline your processes and provide a seamless experience for clients from the start. Increase work efficiency and reduce manual tasks with our paperless onboarding solution.

4. Integrated One-Click Transactions

All transactions are processed within a secure and compliant framework. JezzMoney is designed for MFDs, so only MFDs can buy and sell SIP schemes.

5. Mobile App for Distributors & Clients

Stay connected on the go with Jezzmoney's dedicated mobile app. Let your clients track their portfolios while you manage business from anywhere.

JezzMoney Mentor movie app for MF Distributors offers a user-friendly interface for managing client portfolios and conducting transactions on the go. With real-time updates and secure access to critical information, JezzMoney Mentor empowers distributors to provide top-notch service anytime, anywhere.

The JezzMoney Tracker mobile application is an intelligent choice for mutual fund investors, providing a convenient method to monitor SIP amounts and active and inactive SIP schemes. It offers instant access to account statements and transaction history, informing investors about their investment activity. With JezzMoney Tracker, mutual fund portfolio management becomes easier, allowing users to make informed financial decisions confidently.

6. Goal-Based Investment Planning

Guide your clients toward their financial goals with intelligent goal-planning tools that map investments to life objectives. This is a smart strategy to raise customers' new dreams and goals. MF distributors and investors can use a goal-based investment planning calculator and tools. Easily create customized investment plans and quickly calculate with our tools to make the right strategy.

7. Lead & Relationship Management Software

With built-in CRM tools, capture new leads and manage existing relationships. Never miss a follow-up or an opportunity. Stay organized and efficient using our CRM tools to track interactions and maintain client communication. Streamline your workflow and prioritize client relationships for successful financial planning outcomes.

Built for Growth, Priced at Zero

Jezzmoney is committed to empowering MF distributors, especially those just beginning out. That's why free software lets you focus on client acquisition and business expansion without worrying about software costs.

Start using JezzMoney today and transform how you manage your mutual fund distribution business. In addition, you can make the most of your investments using our SIP Planner Calculators and Tools. This handy tool helps you estimate returns, set financial goals, and plan your systematic investments more effectively.